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Permissions and Settings

To enable this section turn on Advanced Analytics Projector BI from the the Modules Editor.

To make changes on this tab you must have the global permission System Settings set to Update.

Configure PowerBI Instance

Projector requires a specific setup of PowerBI in order to show dashboards within our platform. It must meet the following requirements:

1. PowerBI Pro - at least one user needs to be on a Pro account.
   
   

   Warning
   title Two Factor Authentication
   Two-factor authentication must be OFF for this user

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2. Microsoft Azure - you have an Azure subscription
   
   

3. 
   

   App Owns Data PowerBI instance tied to Azure - if you don't already have

   one

   a PowerBI instance tied to Azure you can create one using this link https://app.powerbi.com/embedsetup/

   appownsdataAfter creating your application note the Application ID and Workspace ID

   appownsdata 
   

   Tip
   If you already have an application you can get the application ID from https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade. You can get the workspace ID by logging into https://app.powerbi.com and opening the workspace tied to your Azure application. Look in the URL for the workspace ID

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   . If you aren't sure if your PowerBI is tied to an App Registration, it's easiest to follow the link above and create a new one. You can publish your existing reports to the new space.

   
   

   1. When creating your application request API permissions for the following

      
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   2. After creating your application note the Application ID and Workspace ID
      
      

4. API Access Enabled - under your App Registrations in Azure, open your application and go to API Permissions. If you requested permissions as suggested above you'll need an administrator to grant them. If you already have an app, grant the permissions by click Add a permission | Delegated permission | Select the Read permissions | click Grant admin consent for. 
   
   App Owns Data - PowerBI is granted API permissions and set to App Owns Data 
   API permissions require the use of Master Account rather than Service Principal (not sure how to check this)
   

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2. User set to Admin - If the user accessing content via the API isn't already a workspace Admin, make them one at https://app.powerbi.com | Workspaces | Access.
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Create PowerBI Content

If you do not already have content in your PowerBI instance, create at least one report. If everything is configured correctly you should see in the PowerBI interface that reports are owned by the application and not by a specific user. In the screenshot below the name of our registered application is Power BI Embed PoC. If you don't have any published reports, or don't know how to get to this screen, we'll cover that in the next few sections.Image Removed 

You can author PowerBI content on either their website at https://app.powerbi.com or via their desktop software.

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Point Projector at PowerBI Instance

Before you can start adding PowerBI dashboards you'll need to register your PowerBI instance with Projector. This is done from the Integrations tab | Advanced Analytics/BI subsection | MS Power BI blue dot. Enter your application ID and credentials.

1. Enter your application ID - if you do not know your ID see https://docs.microsoft.com/en-us/power-bi/developer/embed-sample-for-your-organization#application-id
2. Click Set Credentials and enter your username and password - requires the use of a Master Account with a PowerBI Pro license. Enter the master account's case-sensitive username and password here. Two-factor authentication is not supported
3. Restart Management Portal

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To author PowerBI content you will need to install their desktop software.

Pull Projector Data into PowerBI

The following examples use PowerBI's desktop software.

Use Get Data | Web to connect to your Projector data. 

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Once you have a report's URL, paste it into the form and Connect

Ignore Quoted Line Breaks

PowerBI analyzes the first two hundred rows of your file to determine which settings should be used for import. In the event that you import fields with line breaks, like description fields, then PowerBI may accidentally split on those breaks and your imported data won't make sense. This occurs when the first two hundred rows don't have line breaks. Excel then applies the wrong line-break settings.

To fix this, edit your query and for Source click the Gear icon. Change Line breaks to Ignore Quoted Line Breaks.

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Create Content

The simplest way to get started is to build a table.  In the screenshot below we have connected to a Ginsu report.

Publish PowerBI Dashboard

Once your dashboard is configured, Publish it to a workspace. 

View on Web

Find your new dashboard in the workspace at https://app.powerbi.com. Copy the URL into notepad or another text editor. It should look something like this:

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If you have shared your report correctly it will show up like the screenshot below.

Configure Projector Dashboard

Now that you have connected Projector to PowerBI, pulled Projector data into PowerBI (optional), and published your dashboard to the web you can now display it one of three areas of Projector.

• Home pages
• Workspaces
• Performance dashboards

This next section explains how to show a dashboard on a home page, but the same steps apply to the other areas.

1. Identify a user you want to show a PowerBI dashboard to
2. Note their primary user type
3. Edit that user type and go to the dashboards tab
   1. Name the dashboard
   2. Tick the checkbox for User's Home Page
   3. Enter a height (800 is often good)
   4. Choose MS Power BI from the Display dropdown box
   5. In the previous step you noted your Workspace and Report IDs. Enter them here
   6. Leave the Filters area empty for now. The next section will explain how filters work

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Log into Projector Web as the user. On My Home Page you should see your PowerBI dashboard displayed.

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